401(k) Complete, an offering of Waverly Advisors, is a unique comprehensive retirement plan solution that includes recordkeeping/administration services and investment management all under one retirement plan umbrella.
Waverly Advisors serves as an ERISA 3(38) investment fiduciary, making the investment management decisions (including selection and ongoing monitoring of the fund lineup, and asset allocation decisions for the risk-based models) – all so you don’t have to. The result is fewer administrative headaches for the plan sponsor and a higher level of confidence, as well as participation, by the employees— all with a transparent and competitive fee structure.
401(k) Complete provides a spectrum of business retirement plan needs, including:
Learn more about our team members' expertise, insights, and how we can help you thrive.
Blending investment management, tax, estate, retirement, education, risk management and financial planning services.
Managing high performing families' investment portfolio, estate planning, real estate, staff and other provisions.
Providing academic institutions, religious foundations and community grantmakers a trusted advisor to ensure their ongoing strength.
Waverly Advisors offers a free retirement plan assessment. At no cost to your company, one of our advisors will meet with you to review the cost of your plan, investment performance, plan design, service from your provider and much more. Our typical plans start at $1 million; however, to see if we are a good fit for your company, please give us a call.